See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,129 | $138,044-89.0% | $125,339-87.9% | $134,475-88.7% |
| Participation rate | 15.8% | 84.5%-68.7pp | 82.4%-66.6pp | 81.2%-65.4pp |
| Annual return | -68.85% | 750.33%-819.2pp | 572.05%-640.9pp | 417.96%-486.8pp |
| Employer contribution / active EE | $1,397 | $5,243-73.3% | $4,814-71.0% | $4,740-70.5% |
| Participant deferral / active EE | $883 | $7,799-88.7% | $7,446-88.1% | $6,400-86.2% |
| Admin fee / account holder | $85 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |